We support business families and owners in organizing assets, companies, governance, and succession. The objective is to separate ownership, management, and family decision-making appropriately, creating structures that support continuity and more predictable transitions.
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Private Wealth · Succession · Family Business
Private Wealth & Family Business
We organize ownership, control, and succession to reduce friction between family wealth and business operations.
Context
Legal analysis begins by understanding the business.
What we help solve
Engaging counsel earlier can change the cost of the problem.
These are typical situations where early legal review can help organize decisions, responsibilities, and risk.
Assets and companies are distributed without a coherent ownership structure.
Business succession has not been planned.
Ownership, management, and family governance are being mixed together.
The family needs to organize holdings, transfer rules, or decision-making mechanisms.
Scope
One practice area. Multiple execution fronts.
The scope adapts to the stage, complexity, and specific objectives of each matter.
Wealth Structuring
Inventory and legal organization of assets, companies, and ownership structures.
Holdings & Vehicles
Corporate structures designed to organize ownership and control.
Family Governance
Rules for governance, participation, transfers, and decision-making.
Succession Planning
Legal planning for continuity of ownership and business interests.
When it makes sense to engage counsel
The right time to involve legal counsel is not always at the end.
- Business families.
- Founders and owners of business groups.
- Family holdings and family offices.
- Individuals with significant business or real estate assets.
- Before a generational transition.
- When there are multiple heirs, shareholders, or family branches.
- When reorganizing assets and companies.
- When continuity depends too heavily on a single individual.
Methodology
Less friction. More clarity to execute.
Diagnose
We map assets, companies, roles, and family objectives.
Design
We define ownership, governance, and succession structures.
Document
We implement agreements, vehicles, and succession mechanisms.
Support
We provide continuity as the structure evolves and decisions are implemented.
Frequently asked questions
Before moving forward.
General information only. The specific answer depends on the facts and documents of each matter.
Is a family protocol a single document?
Usually it is part of a broader framework that may include corporate agreements, governance rules, and other legal instruments.
Does wealth planning require changing every company?
Not necessarily. We first review the current structure and then determine which changes are actually useful.
Next step
Message on WhatsApp
Tell us briefly about the matter. We can continue on WhatsApp.
The initial inquiry helps us identify the appropriate practice area and professional.